FCMQX Mutual Fund

FCMQX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-1.99%
3 Months
-1.03%
6 Months
-1.50%
YTD
-0.86%
1 Year
+4.42%
3 Years (annualized)
+2.99%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCMQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg California Enhanced Municipal Bond Index
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+0.39%
vs Peers
-1.25%

FCMQX Mutual Fund Performance

FCMQX performance across multiple time periods: 1-month -1.99%, YTD -0.86%, 1-year 4.42%, 3-year 2.99%, 5-year 0.39%, 10-year 1.70%.

FCMQX returns trail the peer average of 0.39% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

FCMQX vs another fund shows side-by-side returns. FCMQX alternatives are available in the Mutual Fund Screener.